区域市场一体化提高了制造业企业竞争力吗?——来自长三角地区地理断点回归的经验证据  

Does Regional Market Integration Construction Improve the Competitiveness of Manufacturing Firms?——Empirical Evidence from Spatial Regression Discontinuity in the Yangtze River Delta Region

作　　者：黄建军[1] 段相域 庞浩霖 HUANG Jian-jun;DUAN Xiang-yu;PANG Hao-lin

机构地区：[1]暨南大学经济学院 [2]湖南大学公共管理学院

出　　处：《产经评论》2025年第1期98-115,共18页Industrial Economic Review

摘　　要：在国内大循环发展背景下,如何将市场规模红利转化为企业竞争力成为值得关注的重点问题。以长三角制造业企业为研究对象,运用精确地理断点回归模型评估区域市场一体化对企业竞争力的影响。结果显示:区域市场一体化对企业竞争力具有显著正向影响。机制分析表明,区域市场一体化通过技术共溢效应与成本节约效应促进企业竞争力提升。异质性分析表明,区域市场一体化对企业竞争力的促进效应更多体现在技术密集型企业、大规模企业、国有企业及营商环境较好地区的企业。进一步分析发现,地理集聚效应是解释企业竞争优势的重要原因,区位自选择效应仅对明星企业竞争力具有显著正向影响,区位自选择效应的非对称影响降低了长三角地区的资源配置效率。因此,建设全国统一大市场是加快培育企业竞争优势、推进制造业企业实现高水平自立自强的重要途径。Under the background of domestic macro-cyclic development,how to transform market scale dividend into enterprise competitiveness has become a key issue worthy of attention.The article takes manufacturing enterprises in the Yangtze River Delta as the research object,and uses the exact Geographic Regression Discontinuity model to assess the impact of regional market integration on enterprise competitiveness.It is found that regional market integration has a significant positive impact on enterprise competitiveness.Mechanism analysis shows that regional market integration promotes enterprise competitiveness through technology spillovers and cost-saving effects.Heterogeneity analysis shows that the promotion effect of regional market integration on enterprise competitiveness is more reflected in technology-intensive enterprises,large-scale enterprises,state-owned enterprises and enterprises in areas with better business environment.Further analysis reveals that the geographic agglomeration effect is important in explaining the competitive advantage of enterprises,the regional self-selection effect has a significant positive impact on the competitiveness of star enterprises only,and the asymmetric impact of the location self-selection effect reduces the resource allocation efficiency of the YRD region.Therefore,the construction of a unified national market is an important way to accelerate the cultivation of enterprises'competitive advantages and to promote manufacturing enterprises to realize a high level of self-reliance and self-improvement.

关 键 词：区域市场一体化 企业竞争力 新经济地理学 断点回归 加成率 

分 类 号：F062.9[经济管理—政治经济学]